This process allows you to target specific files marked as Corporate Partners to your organisation.
- Search for the organisation or individual via the Welcome / Search page. If the record does not exist, you will need to create one.
- Click the Scroll to Bottom link
- Locate and click the Person Category Corporate Partner
- Click the button Add to Corporate Partner
- Click Return to Person Details Page
- Note that the Corporate Partner PC is now marked.
From here, you will be able to target this file using the Person Category options on report 1 "Mailing List" or via Fundraising > Target Audience Mailing Lists. Click here for more information: Target Audience Mailing Lists Procedure
To remove an individual or organisation from the Corporate Partner list:
- Locate the required Person file
- Click the Scroll to Bottom link
- Locate and click the Person Category Corporate Partner
- Click the button Remove from Corporate Partner
- Click Return to Person Details Page
- Note that the Corporate Partner PC is no longer marked.
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